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Economy
  • Ren Xinyuan, Postdoctoral Fellow at Centre on Contemporary China and the World, University of Hong Kong

    Mar 29, 2026

    China’s export controls on rare earths have exposed Japan’s persistent dependence, prompting Tokyo to promote deep-sea mining as a path to self-sufficiency. However, the Minamitorishima project appears driven as much by political signaling as by industrial viability, given high costs, technological constraints, and China’s continued dominance in refining.

  • Christopher A. McNally, Professor of Political Economy, Chaminade University

    Mar 27, 2026

    Advances in AI and robotics, highlighted by rapid progress in China, are driving a “Robot Revolution” that will reshape work, production, and global power. Countries that lead in developing humanoid robots are poised to gain major economic and strategic advantages.

  • Matteo Giovannini, Senior Finance Manager at Industrial and Commercial Bank of China

    Mar 17, 2026

    China is strengthening Hong Kong as a global gold trading hub to expand its role in gold markets, reinforce Hong Kong’s financial position, and gradually increase renminbi usage in commodity transactions. The shift could contribute to a more multipolar gold market that coexists with established Western financial centers rather than displacing them.

  • He Weiwen, Senior Fellow, Center for China and Globalization, CCG

    Mar 10, 2026

    While the U.S. Supreme Court struck down the Trump administration’s IEEPA tariffs, Washington has continued to pursue unilateral tariff policies through other legal mechanisms, creating ongoing uncertainty in global trade. China and the United States should therefore move beyond tariff confrontation and focus on stable, mutually beneficial cooperation in trade, investment, and emerging technologies.

  • Ghulam Ali, PhD, Monash University, Australia

    Feb 26, 2026

    China’s expanding visa‑free regime is no longer just a tourism measure; it is emerging as one of Beijing’s most agile tools of economic statecraft, deepening global connectivity at a time when many countries are turning inward.

  • Lawrence Lau, Ralph and Claire Landau Professor of Economics, CUHK

    Yanyan Xiong, Associate Professor, School of Economics, and Research Fellow, Center of Social Welfare and Governance, Zhejiang University

    Feb 23, 2026

    2026 is the first year of the Fifteenth Five-Year (2026-2030) Plan for National Economic and Social Development of China. There is intense interest in the target rate of economic growth as well as the actual rate for 2026, given the continuing slump of the real estate sector in China, the apparent lack of sufficient domestic aggregate demand, and the many different challenging geo-political uncertainties. The official target rate will be announced at the “Twin Conferences (the National People’s Congress and the Chinese People’s Political Consultative Conference)” in early March.

  • Robin Rivaton, CEO of Stonal, an AI sherpa to MEDEF

    Feb 13, 2026

    When Western politicians and business leaders discuss China’s manufacturing prowess, they typically invoke images of colossal steel mills flooding global markets, dark factories run by robots, and state-owned champions sustained by subsidies. This supports the view that tariffs and anti-subsidy measures can erode China’s industrial dominance. But while this logic may be comforting, it is wrong.

  • Yu Xiang, Senior Fellow, China Construction Bank Research Institute

    Feb 03, 2026

    The layering and reconfiguration of connectivity is underway. History warns that declaring the end of globalization too early obscures the institutional and regulatory restructuring processes that are already in motion.

  • Ma Xue, Associate Fellow, Institute of American Studies, China Institutes of Contemporary International Relations

    Jan 30, 2026

    Polices to address the cost of living and housing in America are central to the White House’s voter outreach, but they are not without risks and potential downsides in the long run. Trump’s policies may win some voter support but will not generate momentum for long-term economic growth.

  • Matteo Giovannini, Senior Finance Manager at Industrial and Commercial Bank of China

    Jan 30, 2026

    China’s creation and evolution of the Asian Infrastructure Investment Bank illustrates a strategy of shaping, rather than overturning, the global financial order by working within multilateral norms while highlighting the limits of existing development institutions. The AIIB’s growth, governance practices, and partnerships show how China is advancing influence through institutional participation and reform by example, underscoring both the opportunities for engagement and the risks of exclusion for the United States in an increasingly multipolar financial system.

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